Petaluma, CA
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Petaluma Retirement Planning Professionals

Browse these retirement planning services with great ratings from Thumbtack customers in Petaluma.

Top Pro
  • 28 years in business
  • 32 hires on Thumbtack
  • Top pro on Thumbtack
Brad E.
Verified review

Charlotte is knowledgeable, friendly, resourceful and charges reasonable rates. Will definitely continue to work with her for taxes and retirement planning.

Top Pro
Mt Diablo Tax Pros
4.8
from 26 reviews
  • 10 years in business
  • 34 hires on Thumbtack
  • Top pro on Thumbtack
Christina N.
Verified review

Jeffrey has fought my battles and won( old issues from my last tax advisor) He has helped my mom and friends. Honestly, his background and intelligence level reaches far beyond what he charges. I highly recommend him. My mom found him at HR Block 3 or 4 years ago. I have been self employed for over 10 years. Jeffrey helps me find ways (iras and quarterly taxes) to be successful on a yearly and retirement basis without ending the year paying a huge check. He is my hero!!! Call him!!!

  • 10 years in business
  • 23 hires on Thumbtack
Cass G.
Verified review

Excellent financial advice and planning. I am very happy with the direction of the investments that Michael has recommended. Added bonus of tax preparation at no additional cost is just fabulous. I really appreciate Michael's no nonsense approach with easy to understand explanations of the types of investment options and his well rounded approach to both long term and short term with considerations for low/medium/high risk opportunities. His continued watch of the economy and financial atmosphere is very comforting

Rostambek & Company
4.9
from 10 reviews
  • 7 years in business
  • 19 hires on Thumbtack
Leila K.
Verified review

R&Co has done my taxes for the past two years. His fee is very fair. He has been very thorough as to account for all my deductions for the best return possible. He is very knowledgable and trustworthy. I plan to use him again next year.

  • 58 years in business
  • 5 hires on Thumbtack
Heather W.
Verified review

It has been a pleasure working with Irina for our business and family insurance and financial planning needs. Her integrity and honesty are of the highest magnitude. Her kindness and compassion are an incredible addition to her knowledge and resourcefulness.

  • 32 years in business
  • New on Thumbtack
Gabriel S.
Verified review

I have been working with Kathleen for about 15 years and she has helped me structure a realistic strategy of investment for retirement. She is extremely honest and direct and this is important because no one can afford to be deluded about their financial prospects regarding retirement. I highly recommend Kathleen over some of the bigger corporations who I have tried but never got the reactivity and transparency that I get with Kathleen.

  • 15 years in business
  • 4 hires on Thumbtack
Marian S.
Verified review

I hired Edgar to help me better understand my startup equity while also helping me come up with a plan to pay off debt. An hour later and he's helped me save thousands of dollars in fees while also clearly setting me up to succeed in making the most out of the benefits I get from my job. I can't recommend him enough. He's clear, patient and a joy to chat to. Definitely hire him if you're looking for a financial coach!

Odyssey LD
5.0
from 1 review
  • New on Thumbtack
Lyndsey M.
Verified review

Tyler helped us pay off all of our debt! It seemed like we didnt have enough left at the end of each month. Now we have an emergency fund and a tax free retirement plan. Our returns are averaging about 12%. A true blessing to our family.

  • New on Thumbtack
CarolynCarolyn L.
Verified review

Nathaniel is an excellent financial advisor. He took the time to learn about important aspects of our life, then tailored the perfect plan for us. Not only is he knowledgeable, but he cares about the little details that, in the end, make a huge difference. I could not recommend him enough!

  • 37 years in business
  • 1 hire on Thumbtack
Mary Jane S.
Verified review

Lea Ann has done supervisory and accounting work for our businesses for several years. She has overseen our bookkeeping staff, taught them Quick Books, reviewed their work product and made sure everything was done correctly. Lea Ann came in on a regular basis each month for as many hours we needed her and made her self available on extra days whenever we needed her. She works quickly and efficiently as well as being pleasant to have in the office. We were always happy with the quality and thoroughness of her work. She made sure all our records were prepared to go to the accountant at tax time and interfaced with the accountant which saved us a lot of money in accounting fees. Lea Ann worked well with our staff and ourselves and was a valued member of our businesses until we sold two years ago. Lea Ann still helps me on an informal basis, although I am retired, with Quick Books which I use to manage my real estate holdings. She makes herself available over the phone or in person as needed. I rely on her and she never disappoints.

About

We are a great place to get financial advice with more than 25 products that you can sell. Come, and be one of the top in your class.

  • New on Thumbtack
About

I am offering financial research services, enabling venture capitalist clients to decide on the investment opportunities.

About

Your retirement planning deserves the benefit of a caring team of professionals focused on helping you pursue your vision for the future. Alpha Wealth Management and Planning is an independent financial services firm dedicated to providing guidance on all aspects of wealth management and retirement plan strategies. While we proudly serve a variety of individuals and families, our firm recognizes the unique needs of those in retirement transition and seeking income as well as wealth preservation strategies to sustain their lifestyle objectives.

About

Serving San Ramon, CA and outlying areas, John Kim and associates of Sourjohn-Kim Retirement Solutions is offering the following services, not limited to: * retirement planning * financial planning * education planning * investments * retirement planning

  • New on Thumbtack
About

Make lots of money Helping customers make lots Helping customers make lots Helping customers make lots Helping customers make lots Helping customers make lots

  • New on Thumbtack
About

Clients of Shield Wealth Management enjoy personalized and flexible financial planning and portfolio management services. Most clients find being able to meet after business hours or during the weekend very helpful and convenient.

  • New on Thumbtack
About

Chrysalis Capital Group, LLC is a FINRA investment banking firm and broker/dealer, specializing in the purchase and sale of privately owned companies and investment properties with an emphasis on tax advantaged transactions. We help business and property owners plan for and complete a variety of complex transactions and then reinvest in the smartest and most effective way to preserve and increase their wealth.

About

We start with a 1-hour planning session where we cover a lot of ground. This entails a discussion around your goals, savings, investments, insurance, and any planning questions you may have. Some clients think of it like a "financial physical". Following our session, you will have specific actiBurgess financial planning exists to reduce your financial worries by helping you develop (and stick to) a Simon items to move your financial life forward.

About

Seran Investment Strategies is an innovative and experienced full-service financial service firm dedicated to helping people, such as you, plan their lives and then plan their finances.

  • New on Thumbtack
About

Waddell Reed is a full-service financial firm committed to helping people pursue their financial goals. We offer a wide range of financial products and services to individuals and business owners. We believe you will be better able to identify your goals and make sound financial decisions by utilizing our financial planning process.

About

Serving San Ramon, CA, and outlying areas, Karen Babbar, a New York Life Agent, is offering the following services, but are not limited to, life insurance, long-term care insurance, retirement income, disability income insurance, annuity products and college education funding to help clients reach their financial goals.

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